Advanced Forms and Wizards

openCRX v2.4 includes a newly designed set of advanced AJAX forms and wizards to speed up data entry:

Create Contact

You can invoke this wizard
from anywhere with a single click. All the relevant data of your contact are captured on a single screen. The wizard features built-in duplicate checks and supports follow-up tasks like creation of leads, opportunities, quotes, sales orders, invoices, and activities:

Create Lead

You can invoke this wizard
from anywhere with a single click. All the relevant data of your lead are captured on a single screen:

Create Product

All the relevant data of your product - including pricing in multiple currencies - are captured on a single screen:

Create Activity

You can invoke this wizard
from anywhere with a single click. All the relevant data of your activity are captured on a single screen:

Create Contract (Opportunity, Quote, Sales Order, Invoice)

You can invoke this wizard
from anywhere with a single click. All the relevant data of your contact are captured on a single screen. The wizard features on-the-fly adding/removing of positions and dynamic repricing with user-defined pricing rules. The wizard supports the creation of opportunities, quotes, sales orders, and invoices:

Render Contract as RTF

You can invoke this wizard
from any contract (Opportunity, Quote, Sales Order, Invoice). With a single click your contract will be rendered as an RTF file which can be opened with most word processors including OpenOffice Writer and MS Word. The rendered document is based on an RTF template which you can easily adapt to your needs:

You can test-drive all of these forms and wizards on our demo server .

Mandatory Attributes

The customizer can define any attribute as mandatory by adding <mandatory>true</mandatory> to the respective attribute's ElementDefinition. In edit mode, all mandatory attributes are colored (see Last Name below). openCRX checks all mandatory attributes for empty values and generates warning messages if any mandatory attribute is not populated.

Advanced Scheduling/Polling/Voting Wizards

Our new Scheduling Wizard enables you to organize multi-party events - including tentative reservation of resources like meeting rooms, car pool vehicles, executive jets, etc. - with just a few clicks. The wizard supports participants scattered across multilpe time-zones and accurately accounts for daylight savings changes. Here is a list of the supported features:

unlimited number of event slots across multiple dates and multiple times within a day, with full time zone support

support for tentative and confirmed reservations of resources like meetings rooms, cars, etc. – reservations can be made and released with a single click

vCard Exporter

With this new wizard you can save any contact as a vCard with a single click. vCards are easily imported into various Address Books (e.g. MS Outlook, Thunderbird, etc.). In addition to exporting individual contacts, the vCard Exporter Wizard can also export groups of contacts and contact lists (e.g. specified with an account filter):

Obviously, if you frequently export lots of contacts or if you need to synchronize your local contacts with the openCRX server, you are better off using the openCRX vcard servlet in combination with the MS Outlook VCF/ICS Adapter or the

iCal Exporter

With this new wizard you can save any activity as an iCal/ICS file with a single click. iCal/ICS files are easily imported into various calendar programs like MS Outlook, Thunderbird/Lightning, Sunbird, etc. In addition to exporting individual activities, the iCal Exporter Wizard can also export groups of activities and activity lists (e.g. specified with an activity filter):

Obviously, if you frequently export lots of activities or if you need to synchronize your local calendars with the openCRX server, you are better off using the openCRX ical servlet (see also openCRX Admin Guide).

Migration from openMDX LWC to Apache OpenEJB

This is a technical migration "under the hood". Instead of spending our own resources to develop and maintain the openMDX Lightweight Container (LWC) for Apache Tomcat we will migrate to Apache OpenEJB.